Brett Ewing
speaker
43 appearances
1 recordings
1 series
first heard Sep 2018
last heard Sep 2018
Brett Ewing’s voice in public audio — every appearance, attributed to the second.
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Appearances
I really liked one of the comments that came out of Chairman Powell about that they are paying attention to emerging markets because it is important and it does affect the global growth story.
Another area that I think that the Fed is really paying attention to is the dollar, the dollar and the equity markets.
We feel as long as the equity markets are
are staying strong and holding up well here in the U.S.
and the dollar is somewhat stable, that that's going to give a green light to the Fed to continue with their gradual rate hikes, you know, I think three to four next year if that were the case.
And I think it would be warranted considering the economic conditions stay the same.
The employment situation in the country is kind of making it easy for them.
So we're getting close to that full employment.
Many believe we're obviously there.
But
We probably will get a little tighter in the unemployment numbers before year-end.
And if you look at the jobless claims, they're at lows.
Four-week moving average is at lows going back to the late 1960s.
I mean, these are some unprecedented numbers that we're getting out of the jobs numbers right now.
Here at our firm, we always feel that when you're in the end of a rate cycle, that is the Federal Reserve is one of the biggest risks we think to the economy.
and that they could overshoot or misinterpret the data, if you will.
But so far, we believe that the Fed is on the right course.
We believe the rate hikes are warranted.
The market is accepting the rate hikes that are expected here in December so far, and we think that'll go through.
It does change as the data changes, but again, we feel that if equity markets are up and the dollar is stable, that we would have continued gradual rate hikes going forward.
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